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Kristy Visconti

Member profile details

Membership level

TAN Member

First name

Kristy

Last name

Visconti

kristy.l.visconti@ml.com

Phone

5054029360

Website Address

https://fa.ml.com/kristy.l.visconti

Company

Merrill Lynch Wealth Management

Alternate Email Address

klvisco12@gmail.com

Position Title/Role

Financial Advisor

Profession

Financial Advisor

Brief Profile Description

I help clients organize their financial lives so they don't run out of money. I start by doing a detailed analysis of their current situation and then designing a financial plan designed for their exact needs. This comprehensive plan includes retirement income planning, insurance needs, education planning, and business succession planning all while giving consideration to tax and estate factors.

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Kristy Visconti

Member profile details